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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,163 | $198,462-50.5% | $170,439-42.4% | $147,585-33.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.35% | 257.30%-228.0pp | 205.94%-176.6pp | 578.58%-549.2pp |
| Employer contribution / active EE | $2,076 | $6,184-66.4% | $5,433-61.8% | $4,876-57.4% |
| Participant deferral / active EE | $7,080 | $5,629+25.8% | $4,939+43.3% | $5,439+30.2% |
| Admin fee / account holder | $23,082 | $16,852+37.0% | $13,881+66.3% | $10,886+112.0% |